
Clearwater Connect 2026
Clearwater Connect is an exclusive, invitation‑only series of in‑person working sessions where front‑office and investment operations leaders come together to shape the future of investment operations.
Resource center
Access the latest CWAN resources to level up your investment strategies.

Clearwater Connect is an exclusive, invitation‑only series of in‑person working sessions where front‑office and investment operations leaders come together to shape the future of investment operations.
Private credit has become a key component of institutional portfolios, offering diversification and income potential. As allocations increase, firms must also address the operational, accounting, and reporting realities that come with managing these investments.

Clearwater’s premier gathering for finance and investment leaders across Bermuda’s dynamic insurance and reinsurance ecosystem.

As global stock markets teeter near all-time highs, the Research Desk sought to investigate what this exceptional, multiyear run for equities has meant for portfolios.
The chart-busting growth of alternative assets over the past decade has prompted many asset managers to increase their allocations to a wide range of private credit, equity, real estate, and hedge fund strategies. Multiple surveys and reports, including our recent Rise of Alternatives analysis, have commented on this phenomenon. But few (if any) have had access to CWAN’s database of nearly 400 insurers representing $4.4 trillion in combined AUM (as of August 2025).
Investment operations have long been burdened by inefficiencies—teams tied up in manual reconciliations, tight monthly close deadlines, and stitching reports across systems. At the pace of today’s financial markets, these challenges aren’t just inconvenient—they’re costly in time and error risk. And markets aren’t slowing down.
Welcome to the final session of the CWAN GenAI Office Hours for Insurance series. This culminating session focuses on advanced workflows, empowering you to fully leverage CWAN’s embedded capabilities.
Advance your CWAN GenAI workflow skills in this fourth session of our Office Hours for Insurance series.
Adopting a dynamic approach to cash management is a necessary step to better bottom lines. CWAN data suggests dozens, if not hundreds, of firms on our platform could achieve better portfolio performance by paying more attention to shifts in monetary policy and the bond market.
Join us for a 45-minute live session as we unpack real-time allocation trends from CWAN’s proprietary dataset and discuss what these shifts mean for insurers navigating today’s evolving market.
Experience firsthand how CWAN GenAI is transforming investment operations. While others are still talking about what AI might do, CWAN GenAI is already embedded in the platform and delivering real results.
Explore CWAN’s 2025 Energy & Commodity Trading Report — insights on capital growth, technology adoption, and risk management in global markets.
Meet CWAN at AFP 2025. Request a meeting with our team to explore solutions for treasury success.